Greetings! 

In this week's edition of Telco 2.0 Update, with just eight days to go to Digital Asia (Singapore, Dec 4-5), we feature:

Follow Telco 2.0 on Twitter; apply to join the private group on Linkedin; archive of previous newsletters here; introductory 'Foundation 2.0' research here.

 
 
 

Cloud 2.0: Telstra, Singtel, China Mobile Strategies

In this extract from our forthcoming report 'Cloud 2.0: Telco Strategies in the Cloud' we outline the key components of Telstra, Singtel and China Mobile's cloud strategies, and how they compare to the major 'Big Technology' players (such as Microsoft, VMWare, IBM, HP, etc.) and 'Web Giants' (such as Google and Amazon). (More)

 
 

EIGHT DAYS TO GO: Digital Asia is just around the corner and we are excited to announce Mastercard will be joining AMEX, Google, Singtel, Telkom Indonesia, Globe, Ogilvy, Axiata and Ericsson at the event.

Click here to check out the agenda:

Day 1: Digital Economy 2.0 I Day 2: Digital Commerce & Entertainment 2.0

**Plus Telco 2.0 Primer Pre-Event Training! (Monday 3rd Dec)

   
Indra Utoyo
Chief Innovation & Strategy Officer
Telkom Indonesia
  Julian Persaud
Managing Director
Southeast Asia
Google
  David Ulmer
VP, Head of Global Cloud Business
Singtel Group Digital L!fe
         
   
Philip Yen
Group Head, Emerging Payments
Mastercard
  Gil Genio
Head, International and Business Markets
Globe
  Chua Siew-Ling
Director & Head of Emerging Payments
American Express
         
   
Joedi Wisoeda
VP Digital Services
XL Axiata
  Lars Arvidsson
Head of M-Commerce Sales
Ericsson
  Shawn G. DuBravac
Chief Economist
Consumer Electronics Association (CEA)

Other participating companies include: AEIS, American Express, Axiata, Brightcove, CEA, Ericsson, Eyelevel Interactive, Frog, Globe, Google, Ithos Digital, MasterCard, McCann Group, Ogilvy, Openet, Peppers & Rogers, Qtel, SingTel, Sony, Standard Chartered Bank, Telcentris, Telenor, Telkom Indonesia, Turner, Universal Music

The magnificent Capella, Singapore is our venue for this year's Digital Asia event in December. Following on from the success of last year's APAC event, we are back in the region to find out what has changed, share new market research and output from recent events in London, San Francisco and Dubai. Click here to see the detailed agenda. Apply to Participate or become a sponsor.

Includes Telco 2.0 Primer Workshop, 3 December.

 
 

Europe's brutal future: Vodafone and Telefonica hit hard

In our recent briefing European Mobile: The Future's Not Bright, It's Brutal, we predicted that European operators faced a grim future. New figures from Vodafone and Telefonica suggest that, unfortunately, the grim future is arriving fast. (More)

 
 

Digital Arabia: How telcos must act smartly to avoid the West's doldrums

At the Digital Arabia Executive Brainstorm in Dubai, November 2012, we found that the region is on the edge of an exciting period of growth in digital commerce, entertainment and public sector services, enabled by mobile in particular. However, success depends on telcos and others working together effectively to put key enabling digital platforms in place, and this is not yet happening fast enough to avoid the stagnation now seen in many Western markets. How can this be changed? (More)

 
Recent Analysis
 
 

Telcos in the Cloud: 3 strategy groups and 3 future scenarios

In this extract previewing our upcoming report 'Cloud 2.0: telco strategies in the Cloud' we outline the three main groups of telco cloud strategies identified (Hunters, Gatherers and Innovators), and three future market scenarios (Cloud Layers, CloudBurst and CloudFail). (More)

 
 

Strategy 2.0: From infrastructure to innovation and customer intimacy

In this preview from Part 2 of ‘A Practical Guide to Implementing Telco 2.0’, we outline the structural, cultural and strategic challenges of building new competences, and a service development process designed to overcome classic industry weaknesses in infrastructure businesses such as telcos and broadcasters. (More)

 
 

Big Data 2.0: Data Protection regulations 'need better balance'

Personal data is at the heart of many potential new business model opportunities for telcos and others, but appropriate regulatory, legal, business and technical frameworks are essential for progress. So it's good news that the World Economic Forum's (WEF) principles on personal data (that Telco 2.0 has been part of creating) are getting an encouraging reception from regulators/legislators around the world, even in the strict and influential EU. (More)

 
 

European Mobile: The Future's not Bright, it's Brutal (€20Bn down by 2016)

Our new analysis shows that the mobile industry's combined revenues from voice, messaging and data services in the EU5 economies (UK, France, Germany, Spain and Italy) will drop by nearly €20Bn, or 4% per year, in the next five years, and by €30Bn by 2020. How, why, and what can be done? (More)

 
 

A Practical Guide to Implementing Telco 2.0 - PART 1 NOW OUT

An essential, step-by-step guide to the implementation of new Telco 2.0 business models, providing telecoms executives and their partner companies with a systematic approach to capitalise on new opportunities and neutralise potential threats. Part 1, which is now available, outlines robust frameworks and methodologies for selecting the right Telco 2.0 strategy for each organization, while Part 2 (available shortly) addresses how to implement the key opportunities. (More)

 
 

New Report: Cloud Services 2.0 - Will Telcos get their act together, or be left behind?

Cloud services - a potential global addressable market of $200bn - are emerging as a key strategic imperative for Telcos as revenues from traditional services come under attack. Most telcos appreciate this, but are struggling to commit fully to the opportunity. Our forthcoming 150 page report not only brings clarity to the business case, value propositions and best practice today but also looks ahead to the broader opportunity of what we call 'Cloud 2.0'... (More)

 

PLUS

• Google, Apple, Facebook, Amazon, Skype - dealing with the disruptors
• The Roadmap to New Telco 2.0 Business Models
• Digital Platform Strategy: How Google, Apple and Amazon keep winning
• Cloud 2.0: The fight for the next wave of customers
• Innovation Strategies: Telefonica 2.0 Vs. Vodafone 2.0
• Telco 2.0: Killing Ten Misleading Myths
• 'Under-the-Floor' Players: threat or opportunity?
• LTE: APAC & US 'Leading the Experience'
• HTML5: Market impact & telco strategies

 
 

Telco 2.0 News Review - Vodafonica Pain; LTE Jam; US "Peak Text" passed?; Samsung mobile eclipses Google

  • Strategy & Finance: Vodafone: pain in the EU, triumph in Turkey
  • Broadband Connectivity: LTE vulnerable to low-power jamming?
  • Online Video: Streaming live video with Justin.tv
  • Cloud Computing: Does the private cloud have a key energy advantage?
  • Voice & Messaging 2.0: Has US SMS peaked?
  • Smart Devices: Nokia's location cloud launches, Samsung mobile revenues surpass Google

More on these stories and other news here.

 
 
Foundation 2.0: Introductory Research and White Papers

To give an introduction to the principles of Telco 2.0 and digital business model innovation we're launching a new service offering free downloads of a selection of Telco 2.0 Briefing reports and a growing collection of what we think are the best 3rd party 'white papers'. (More)

Telco2.0 UPDATE
 
 
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